See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,438 | $115,770+37.7% | $101,248+57.5% | $158,922+0.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 10.99% | 56.14%-45.1pp | 46.47%-35.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,975 | $4,175-52.7% | $3,660-46.0% | $4,761-58.5% |
| Participant deferral / active EE | $4,911 | $4,957-0.9% | $4,370+12.4% | $5,982-17.9% |
| Admin fee / account holder | $1,233 | $7,245-83.0% | $5,945-79.3% | $11,246-89.0% |